Rating
4.6
92 reviews
Categories
3
Founded
2018
Employees
2300
Funding
1B
Private Equity
Spreadsheet Server connects your ERP directly to Excel, eliminating manual exports and BI tool frustrations. Pull real-time data from 140+ ERPs including Oracle, SAP, NetSuite, Dynamics, Sage, and Infor using simple Excel formulas - no database knowledge required. Built specifically for finance teams, our ERP intelligence understands your chart of accounts, dimensions, and financial structures. Create refreshable reports in minutes, not hours. Drill down from summaries to transaction details with one click.
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$72K
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Organic keywords
30,822
Organic visits / mo
26,319
Authority
48
14,328 ref domains
Creatives run
100
as Insightsoftware, LLC
Active now
100
last 14 days
Advertising since
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4.5+ yrs running
Last seen
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The shared messaging across Excel-Based ERP Reporting Add-In advertisers - the validated angles to copy. See the niche →
(92 reviews)
It's been great using it especially for reporting. I have even recommended it to my colleagues in other departments.
Pros: It makes data entry and reporting seamless. It makes financial records easier and updated. User friendly interface.
Cons: Advanced data visualization can be difficult. Sometimes, spreadsheet may not meet regular standards.
peace o. · Manager · Information Technology and Services · April 2, 2026
-Positive and reliable experience for financial and operational reporting. -Seamless integration ith excel -Enables felxible and customizable report creation. -Improves setup and advanced features required some learning.
Pros: -The seamless Integration with Excel , allowing me to work in a familiar environment without learning a new interface
Cons: -The inital setup and configuration can be time consuming and require technical support -Performance may slow down when working with a very large datasets.
Shubham V. · PM · Information Technology and Services · December 15, 2025
| Category | Page | Rank | Placement |
|---|---|---|---|
| Financial Reporting | 1 | 11 | AdShortlist |
Domain confidence 95%
| Keyword they bid on | CPC | Pos | % budget | Landing page |
|---|
Charts, Graphs, & Dashboards
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https://www.insightsoftware.com
SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get a Free Demo! Put Business Users in...
https://www.insightsoftware.com
SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get a Free Demo! Put Business Users in Control of their SAP Business One Reporting...
https://www.insightsoftware.com
SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get...
https://www.insightsoftware.com
SAP Business One Reporting & BI Solutions | insightsoftware
Activate Your SAP Business One Data for Financial Reporting and Analysis. Get a Free Demo! Put Business Users in Control of their SAP Business One Reporting with Spreadsheet Server.
https://www.insightsoftware.com
My over all experience is has been great and time saving. I would recommend it this product to other organization's.
Pros: The reporting and report generation is wonderful. After a one-on-one meeting with a support services explaining the details and how to use it has been a day-to-day reporting tool our company uses.
Cons: The only thing recently is the fact that after implementing a new system Unanet, that the amount of time to update the data has taken up to 1 hour to update. After many calls with Unanet and spreadsheet server support it was determined that the issue was Unanet database.
Penny M. · Financial Planning and Analysis · Construction · October 17, 2025
Pros: Customer Support is excellent. We receive an answer to our requests quickly. After a couple of training sessions, we were able to use Spreadsheet Server with ease. I can generate reports quickly and have up to date information. Once you get to know Spreadsheet server and how it works, you can get things done.
Cons: We were accustomed to GL Wand, which is client-based. GL Wand is instantaneous, while Spreadsheet Server is not as quick due to it being cloud-based. However, we adapted.
Kathryn S. · Assistant Controller · Wholesale · September 22, 2025
Pros: It really helps the finance team run critical reports for quarter-end and year-end reporting to support the financial close.
Cons: Only negative I have experienced is the upgrading of reports that needs to happen as we have upgraded over the years, since we are longtime users our reports are old but with the support team we have been able to resolve issues that have come up.
Philomena W. · Senior Systems Administrator · Sporting Goods · September 4, 2025
Great experience with spreadsheet server
Pros: This kind of tool can also reduce errors, save time, and improve the consistency of reports, especially when there’s a large volume of data to analyze.
Cons: Performance issue is not help full sometimes. But helpful
sophie z. · senior accounting system analyst · Construction · February 6, 2025
Pros: Its Easy to use. Helpful staff when needed.
Cons: I have no cons at this time to comment on.
Maggie S. · Office Manager · Accounting · February 6, 2025
So far so good. Accounting department likes the software and the software is easy to manage by IT
Pros: Spreadsheet server install is simple. support has been helpful
Cons: Users mention slowness within the software
Tim S. · Senior Network Administrator · Construction · January 28, 2025
Very good experience with excellent interface.
Pros: Ease of use for Excel business users and real-time updates of reports.
Cons: Application Configurator licensing requires that each key must be assign to a specific user. Sometimes the changes do not register.
Roger W. · Team Lead, Financial Systems · Construction · January 28, 2025
Pros: It is easy to use. All the data and numbers are pulled into the spreadsheet within less than a minute. We use it on a daily basis, and we love it.
Cons: Installing Spreadsheet Server for a new user or on a new laptop can be a challenging process. At times, the data doesn't pull in properly, or there are issues with entering the correct username. However, once the installation is completed successfully, everything works smoothly. If we encounter problems that we can't resolve on our own, we submit a ticket, and the representatives are always quick to provide assistance.
Bhumika D. · Property Accountant · Real Estate · January 24, 2025
Overall Team likes Spreadsheet Server because of the ease of use in excel, as of now it meets are needs..
Pros: Team has been using software for over 20 years, like the ease of use, easy plugin with excel. Anyone who used excel will find Spreadsheet Server easy to use.
Cons: Probably not really a SSS issue, but sometimes really big advanced spreadsheets, with many formulas take to time to load and calculate.
Piyush P. · Admin · Retail · January 15, 2025
I am using vista software which has horrible extracting and SS is helping to convert data into favorable excel formats
Pros: converting vista data into organized excel format with decent times
Cons: it took while to get the install transferred license since multiple channels have limited access and not connected
Daeyong H. · Accounting Manger · Construction · January 10, 2025
It is a great reporting tool using excel that has made our reporting and analysis a breeze at month end.
Pros: You can still use the basic excel features and combine it with bringing back values to create financials reporting. Out of the box financials from ERP's don't always have the most robust look and feel.
Cons: It can be slow at times if you have many values from many ledgers coming back into your report.
Rose M. · Operations Controller · Telecommunications · January 7, 2025
Overall I had a great experience using Spreadsheet Server. We have used Spreadsheet Server from last several years and have implemented to many of our customers. Although it is not a advance analytics and reporting tool but this is really handy for organizations which are depended upon excel and want ERP connectivity
Pros: - Spreadsheet server can be connected directly to ERP system to pull real time data from the system. - It is really easy to create financial reports using spreadsheet server - Drill down from Accounts to Ledger is very useful functionality - Query Designer (which is available for advance Spreadsheet Server users) is really useful to create ad-hoc queries to pull operational data and create reports
Cons: - One of the difficult task is to upload budget into the system.It is not a straightforward task and really time consuming from user's perspective
Rahul K. · Consultant · Computer & Network Security · May 14, 2024
Pros: It quickly pulls financial data without us having to log into ERP , allows for easier collaboration,
Cons: it is a bit complex, installation can be a bit involved.
Carlos C. · IT analyst · Government Administration · May 8, 2024
Pros: The ease of extracting data once the system is setup.
Cons: The upgrades are a bit too often and not convenient at times.
Frank E. · Senior Financial Analyst · Hospital & Health Care · May 7, 2024
The reporting tool helps to retrieve the data near real-time for our management reporting & team can build report based on own formula & well supported with MS Excel, which is very good.
Pros: User friendly & supported with MS Excel Add-in & near real-time data.
Cons: Initial setup & assigning the license for every individual user, mostly requires SPS support team help for complete the setup. Some intermittent issue.
JEGANNATHAN P. · Senior IT Business Partner for Finance · Transportation/Trucking/Railroad · May 7, 2024
Pros: Spreadsheet Server as a tool that helps to generate Reports
Cons: Difficulty in using multiple instances of Application Configurator.
Kerry J. · Systems Administrator · Hospital & Health Care · May 6, 2024
Pros: Ease of use and looking forward to saving time manually entering data.
Cons: Not sure at this time since we have just started with program.
Brenda R. · Financial Reporting Analyst · Real Estate · May 6, 2024
It generate a report just in a click once you have the template set up.
Pros: It helps to create the report exactly the way you want it to be.
Cons: It is not easy to use, probably you have to take their training courses and could spend a fortune.
Lucy K. · Accounting Manager · Construction · May 6, 2024
Pros: AI capabilities and fast reporting capabilities.
Cons: Gets disconnected very often next to reconnect every now and then
syamala v. · ANALYST · Construction · May 6, 2024
It works for the most part, but does have some quirks.
Pros: Ease of use. Real time data pull. Distribution manager is a useful tool for distributing reports.
Cons: At time clear cache and recalc does not work properly. If there are too many GXL formulas in a file the file will take a long period to load.
Justin B. · IT Manager · Construction · May 3, 2024
We trust the financial reporting and have had an overall positive experience with Spreadsheet Server
Pros: It works smoothly and has never been off from what our ERP system reflects.
Cons: Sales team ran a demo that made Queries seem a lot simpler than it was. We were unable to match our WIP reporting in Queries after making the purchase. However, the financial reporting side has been flawless.
Aram H. · Controller · Construction · May 3, 2024
Pros: accounting team mostly used for generating reports..
Cons: Process of installing is a bit confusing.
Ramy R. · IT Manager · Airlines/Aviation · May 2, 2024
Pros: I'm on the IT team, and this is primarily used by our accounting team. But they seem to love it!
Cons: The configuration and setup were not intuitive. We were saved by the excellent support we received, which made everything much easier.
Campbell B. · Escalation Engineer · Construction · May 2, 2024
| Spreadsheet | 1 | 13 | - |
| Business Performance Management | 2 | 21 | - |